Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AH Realty Trust, Inc.AHH · Entity 5324 | President of Asset Management | March 04, 2024 | March 25, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AH Realty Trust, Inc.
Report date March 04, 2024 · Filed March 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,613 |
Reported balance
After 2024-03-04 transaction · row 1
1 source rowRow 1 · 2024-03-04 · Tax withholding · Disposed 5,269 · Balance 100,613 F1: Reflects shares of common stock surrendered to Armada Hoffler Properties, Inc. (the "Company") to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. |
| Common UnitsSEC Table II · derivative / convertible security | Direct | 58,799 |
Reported balance
Holding disclosure · report date 2024-03-04 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 58,799 F2: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership of the Company and of which the Company is the general partner. Commencing one year from the date of issuance, each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. All Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of common stock surrendered to Armada Hoffler Properties, Inc. (the "Company") to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock.
F2: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership of the Company and of which the Company is the general partner. Commencing one year from the date of issuance, each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. All Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 11, 2024 Filed Mar 13, 2024 17:16 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 4,212 | $10.62 | $44,731.44 |
DisclosureSEC source: 0001569187-24-000023 · wk-form4_1710364575.xml · nonDerivative · entry 2 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,882 F2 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 17:16 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 23,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-24-000023 · wk-form4_1710364575.xml · nonDerivative · entry 1 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,094 F1 · shares: Represents a grant of restricted shares of common stock, 40% of which vested on the grant date, 20% of which will vest on the first anniversary of the grant date, 20% of which will vest on the second anniversary of the grant date and 20% of which will vest on the third anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
| March 04, 2024 Filed Mar 25, 2024 17:32 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 5,269 | $10.40 | $54,797.60 |
DisclosureSEC source: 0001569187-24-000047 · wk-form4_1711402317.xml · nonDerivative · entry 1 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,613 F1 · shares: Reflects shares of common stock surrendered to Armada Hoffler Properties, Inc. (the "Company") to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 17:08 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 7,485 | $12.89 | $96,481.65 |
DisclosureSEC source: 0001569187-23-000017 · wf-form4_167822686800659.xml · nonDerivative · entry 2 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,352 F2 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 17:08 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 26,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-23-000017 · wf-form4_167822686800659.xml · nonDerivative · entry 1 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,837 F1 · shares: Represents a grant of restricted shares of common stock, 40% of which vested on the grant date, 20% of which will vest on the first anniversary of the grant date, 20% of which will vest on the second anniversary of the grant date and 20% of which will vest on the third anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 16:33 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 4,287 | $14.86 | $63,704.82 |
DisclosureSEC source: 0001569187-22-000017 · wf-form4_164668876742099.xml · nonDerivative · entry 2 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,613 F2 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 16:33 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 18,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-22-000017 · wf-form4_164668876742099.xml · nonDerivative · entry 1 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,900 F1 · shares: Represents a grant of restricted shares of common stock, 40% of which vested on the grant date, 20% of which will vest on the first anniversary of the grant date, 20% of which will vest on the second anniversary of the grant date and 20% of which will vest on the third anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:45 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 3,725 | $12.64 | $47,084.00 |
DisclosureSEC source: 0001569187-21-000021 · wf-form4_161499870208152.xml · nonDerivative · entry 2 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,419 F2 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:45 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 10,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-21-000021 · wf-form4_161499870208152.xml · nonDerivative · entry 1 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,144 F1 · shares: Represents a grant of restricted shares of common stock, one-third of which vested on the grant date, one-third of which will vest on the first anniversary of the grant date and one-third of which will vest on the second anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
| October 01, 2020 Filed Mar 5, 2021 21:45 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Units · Derivative | 3,802 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001569187-21-000021 · wf-form4_161499870208152.xml · derivative · entry 3 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,799 Underlying: Common Stock · 3,802 shares Expires not disclosed F3 · derivative.exercise_price: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership (the "Operating Partnership") of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. The Common Units were issued to the reporting person as a result of her indirect interest in Edison Apartments, which the Operating Partnership acquired on October 1, 2020 for total consideration comprised of 633,734 Common Units and the assumption of debt and other liabilities. For purposes of the transaction, the Common Units were valued at $12.00 per Common Unit. 3,802 Common Units in this report may be tendered for redemption by the holder on October 1, 2021. The remainder of the Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. F3 · price: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership (the "Operating Partnership") of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. The Common Units were issued to the reporting person as a result of her indirect interest in Edison Apartments, which the Operating Partnership acquired on October 1, 2020 for total consideration comprised of 633,734 Common Units and the assumption of debt and other liabilities. For purposes of the transaction, the Common Units were valued at $12.00 per Common Unit. 3,802 Common Units in this report may be tendered for redemption by the holder on October 1, 2021. The remainder of the Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. F3 · derivative.exercise_date: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership (the "Operating Partnership") of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. The Common Units were issued to the reporting person as a result of her indirect interest in Edison Apartments, which the Operating Partnership acquired on October 1, 2020 for total consideration comprised of 633,734 Common Units and the assumption of debt and other liabilities. For purposes of the transaction, the Common Units were valued at $12.00 per Common Unit. 3,802 Common Units in this report may be tendered for redemption by the holder on October 1, 2021. The remainder of the Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. F3 · derivative.expiration_date: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership (the "Operating Partnership") of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. The Common Units were issued to the reporting person as a result of her indirect interest in Edison Apartments, which the Operating Partnership acquired on October 1, 2020 for total consideration comprised of 633,734 Common Units and the assumption of debt and other liabilities. For purposes of the transaction, the Common Units were valued at $12.00 per Common Unit. 3,802 Common Units in this report may be tendered for redemption by the holder on October 1, 2021. The remainder of the Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 20:28 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 3,534 | $17.23 | $60,890.82 |
DisclosureSEC source: 0000925421-20-000096 · edgar.xml · nonDerivative · entry 2 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,128 F2 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 20:28 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 12,836 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-20-000096 · edgar.xml · nonDerivative · entry 1 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,662 F1 · shares: Represents a grant of restricted shares of common stock, one-third of which vested on the grant date, one-third of which will vest on the first anniversary of the grant date and one-third of which will vest on the second anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
| March 03, 2019 Filed Mar 6, 2019 18:07 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 2,655 | $15.20 | $40,356.00 |
DisclosureSEC source: 0000925421-19-000104 · edgar.xml · nonDerivative · entry 2 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,826 Read SEC document |
| March 03, 2019 Filed Mar 6, 2019 18:07 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 13,193 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-19-000104 · edgar.xml · nonDerivative · entry 1 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,481 F1 · shares: Represents a grant of restricted shares of common stock, one-third of which vested on the grant date, one-third of which will vest on the first anniversary of the grant date and one-third of which will vest on the second anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 18:43 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 1,999 | $13.24 | $26,466.76 |
DisclosureSEC source: 0000925421-18-000121 · edgar.xml · nonDerivative · entry 2 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,288 F2 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 18:43 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 7,931 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-18-000121 · edgar.xml · nonDerivative · entry 1 Hampton Shelly R. · CIK 0001575964 · President of Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,287 F1 · shares: Represents a grant of restricted shares of common stock, one-third of which vested on the grant date, one-third of which will vest on the first anniversary of the grant date and one-third of which will vest on the second anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 17:00 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 4,457 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-17-000146 · edgar.xml · nonDerivative · entry 1 Hampton Shelly R. · CIK 0001575964 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,356 F1 · shares: Represents a grant of restricted shares of common stock, one-third of which vested on the grant date, one-third of which will vest on the first anniversary of the grant date and one-third of which will vest on the second anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.